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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-20 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy Ste 500, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2021 | 12/2023 |
| Vakani Orthodontics | Stuart | FL | 09/2016 | 05/2018 |
| University Of North Florida | Jacksonville | FL | 08/2018 | 04/2019 |
| University Of North Florida | Jacksonville | FL | 09/2019 | 05/2020 |
| Creative Cabinetry | Amelia Island | FL | 08/2020 | 05/2021 |
| Cheddars | Jacksonville | FL | 11/2020 | 03/2021 |
| Northwestern Mutual | Jacksonville | FL | 05/2021 | 06/2021 |
| Clark Advanced Learning Center | Stuart | FL | 08/2015 | 06/2018 |
| Unemployed | Fernandina Beach | FL | 06/2021 | 07/2021 |
| Unemployed | Stuart | FL | 05/2020 | 08/2020 |
| Unemployed | Stuart | FL | 04/2019 | 09/2019 |
| Unemployed | Stuart | FL | 06/2018 | 08/2018 |
| Indian River State College | Stuart | FL | 08/2015 | 05/2018 |
| University Of North Florida | Jacksonville | FL | 06/2018 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 03/2023 | 12/2023 |
| Sofi Securities, Llc | Jacksonville | FL | 03/2024 | Present |
| Sofi Wealth, Llc | San Francisco | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
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